Vincent
Tropea

City National Securities, Inc

CRD#2467447
Investment Advisor
in Glendale, CA

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About this Advisor

Vincent Tropea is a certified financial planner working out of Glendale, California with a total of 13 years of industry experience. Tropea works at City National Securities, Inc. They have been employed by City National Securities, Inc for all of their career. Tropea has a Series 63 license, designating them as a securities representative, and can work in California and Georgia. City National Securities, Inc is a firm based in Los Angeles, CA. It has offices in 18 locations and a total of 48 advisors. It handles $2 billion in assets under management across its 2,278 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 2,278 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are offered. However, fee types billed by City National Securities, Inc can be comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

550 North Brand Blvd. Suite 100
Glendale, CA 91203

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,513,277,680

CA Average: $7,578,581,321
Total Number of Employees

48

CA Average: 43
Total Number of Accounts

2,278

CA Average: 3,727
Average Account Size

$664,301

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Vincent Tropea Work History

Vincent has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

City National Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Vincent Tropea to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at City National Securities, Inc

Paniz Raeisi
Los Angeles, CA
Adam Johnson
Las Vegas, NV
Nicole Shao
Los Angeles, CA
Marques Dickson
Los Angeles, CA
Nichole Walker
San Francisco, CA
Haroon Sattari
Walnut Creek, CA
Victor Wong
Los Angeles, CA
David Bjorndal
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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